Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Explore how project management information systems guide each project phase, the tools that support them, and real-world use across industries.

Through its alliance with FINEOS, PwC helps life, accident, health, and employee benefit insurers accelerate modernization, reduce implementation risk, and deliver meaningful value, fast. PwC's ...

Too many healthcare organizations have support teams focused on break-fix, ongoing maintenance and other keeping the lights on work at the expense of making progress on strategic projects. Continuous ...

With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

A content management system, or CMS, is a platform that enables you to build and create content for a website. You can edit and modify your content, adding text, images, video and audio. You don’t ...

Here's my rundown of the top small-business accounting software, including stuff nobody told you. I'll cover QuickBooks, FreshBooks, Xero, and more.

Competitive advantage will not come from adding more tools to an already fragmented stack. It will come from strengthening the foundation—aligning people, processes and data—so firms can unlock the ...

Carla Tardi is a technical editor and digital content producer with 25+ years of experience at top-tier investment banks and money-management firms. David Kindness is a Certified Public Accountant ...

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Is innovation inherently a hit-or-miss endeavor? Not if you understand why customers make the choices they do. by Clayton M. Christensen, Taddy Hall, Karen Dillon and David S. Duncan For as long as we ...